See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,920 | $77,314+2.1% | $177,989-55.7% | $80,856-2.4% |
| Participation rate | 84.3% | 65.7%+18.6pp | 77.1%+7.2pp | 67.6%+16.7pp |
| Annual return | 11.90% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,515 | $2,292-33.9% | $3,949-61.6% | $2,755-45.0% |
| Participant deferral / active EE | $4,406 | $4,411-0.1% | $6,276-29.8% | $4,296+2.6% |
| Admin fee / account holder | $2,115 | $7,191-70.6% | $10,363-79.6% | $6,918-69.4% |